Support the team working in the Insurance division of the company with client retention to a target market clients. Must have Life, Accident and Health license for the State of Michigan. Will be an active communication link responsible for reinforcing the client/producer relationship; accountable to be responsive to client and producer needs.

ESSENTIAL DUTIES AND RESPONSIBILITIES
This individual must demonstrate a high level of initiative and ability to work interdependently with the producer and other team members. Must take the initiative to expedite tasks in a timely manner, possess the initiative to make sound decisions with rapid/informed resolutions. Will review confidential financial and personal data provided by client.

Producer Support
Telephoning existing clients for mandatory application in order to keep feature on their disability policy
Handle unsolicited calls from clients
Prepare and understand sales illustrations
Help coordinate marketing campaigns related to retention of clients

Basic Case Preparation Support
Client Interviewing:
- interview client to determine materials needed
- submit materials to the insurance carrier
- document client meetings and calls

Implementation:
- prepare forms for producer/client signatures
- review and update client information with producer if his intervention with the client is needed
- maintain files and records


Administrative
review work processes for potential quality improvements and efficiencies,
implement them with team buy-in when appropriate
plan and prioritize own work schedule
use activity to-do lists, calendars, software and other work/time management
systems

KNOWLEDGE, SKILLS, AND/OR ABILITY
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Excellent written and communication skills
High degree of flexibility to deal with a variety of situations
Ability to handle multiple tasks at the same time
Working knowledge of disability insurance industry
Attention to detail
Strong technology skills
Client service skills

EDUCATION and/or EXPERIENCE
High School or equivalent
College degree in business or finance preferred
2-4 years business experience needed in the individual insurance industry
College degree and related skills may be substituted for related work experience
Experience working in a client service environment

CERTIFICATES, LICENSES, REGISTRATIONS
Fully licensed for life, accident and health in the state of Michigan

Fully paid benefits and bonuses